Coronavirus Recovery Watch: Capital Market Portfolio: 15% 5D Return vs. (-25%) YTD Return – [BlackRock, E*TRADE, Schwab & TD Ameritrade]
Our Capital Market portfolio of 4 stocks shows an average return of 15% in the last five trading days compared with a 13% return in the Dow during the same period. This portfolio reflects one set of possible stocks expected to outperform if there’s a reasonably quick Coronavirus-recovery.
Top Performers
- Up 10% In The Last Six Months, Does BlackRock Stock Have More Room For Gains?
- Will BlackRock Stock Top The Estimates In Q3?
- BlackRock Stock Topped The Earnings Consensus In Q2
- BlackRock Stock To Beat The Street Expectations In Q2
- BlackRock Stock To Top The Estimates In Q1
- BlackRock Stock Is Undervalued
The top 3 performers within the portfolio in the last 5 trading days were:
- BlackRock (22.4% return)
- E*TRADE (17.3% return)
- TD Ameritrade (11.1% return)
The top 3 performers on Friday were:
- TD Ameritrade (-1.5% return)
- Charles Schwab (-1.6% return)
- BlackRock (-3.9% return)
Portfolio Summary (at market close on Friday March 27)
| Ticker | Market Cap | Stock Price | Return | ||
| BLK | $67.6 Bil | $434.34 | 1D: -3.9% | 5D: 22.4% | YTD: -13.6% |
| ETFC | $7.5 Bil | $33.98 | 1D: -5.1% | 5D: 17.3% | YTD: -25.1% |
| SCHW | $43.2 Bil | $33.61 | 1D: -1.6% | 5D: 9.3% | YTD: -29.3% |
| AMTD | $18.7 Bil | $34.51 | 1D: -1.5% | 5D: 11.1% | YTD: -30.6% |
Financial Highlights for Top Performer Citigroup
BlackRock’s market cap has declined by $10.2 billion from about $77.8 billion on 12/31/2019 to $67.6 billion now. The company had $14.5 billion in revenue in 2019 from which it derived $4.5 billion in net income and $28.69 in earnings per share.
As a comparison, E*TRADE’s had $2.9 billion in revenue in 2019 from which it derived $1 billion in net income and $3.86 in earnings per share and saw its market cap go from $10.7 billion on 12/31/2019 to the current level of $7.5 billion.
See the Capital Market portfolio for more financial highlights on each portfolio company.
Reminder: Portfolio Performance Hinges on Speedy Recovery
Our dashboard forecasting US COVID-19 cases with cross-country comparisons analyzes expected recovery time-frames and possible spread of the virus.
Further, our dashboard -28% Coronavirus crash vs 4 Historic crashes builds a complete macro picture and complements our analyses of the coronavirus outbreak’s impact.
See all Trefis Price Estimates and Download Trefis Data here
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